Focused on your

investment profile.

Whether your exposure exists for a few hours, or a few years, our focus is on delivering the best possible approach for your fund.

We believe that to unlock value where more generalist providers struggle, an understanding of alternative investments is just as important as our expertise in managing currency.

Our experience spans both fund-level and investment-level currency management strategies across a range of needs, including: portfolio risk, transaction risk, closing risk and operational FX risk. We also believe in being honest when a strategic approach to managing currency is unlikely to be worthwhile. By placing both expertise and integrity at the heart of our service, we provide our clients with the peace of mind that they are taking the best approach possible for their fund, and remain a trusted partner within the alternative investment industry.

We understand your scepticism.

If you work within the alternative investment industry, you’ll likely be familiar with providers offering currency management strategies that fail to address the needs of your fund’s investment profile. As a result, many new clients will approach us with doubts over whether a strategic approach to currency management is even realistic, or necessary. Often the perception is that the only value that can come from managing currency is in the pricing and timing of transactions. And in some cases, this will be true!

Aligned to your investment lifecycle.

Long before recommending any strategies or looking at the currency market, our approach will consider your investment profile, what stage you are at in your lifecycle, and your investment objectives.

Only then can we recommend the best solutions to achieve your desired outcome – whether that’s a bespoke hedging strategy, or simply improving on the timing and pricing of your transactions. Underpinning our approach is a focus on ensuring all your decisions can be backed by expert rationale that can be easily communicated to your stakeholders, if required.

Cash is king, and
we treat it that way.

We recognise that for a strategic approach to be attractive, the time, cost and liquidity demands traditionally required to deliver it have to be overcome.

All of our strategies are provided upfront and at no cost, and our size and scale mean that, for clients looking to hedge, we can offer uncollateralised hedging facilities and the flexibility to move settlement dates in a simple and cost-effective way. With the value of a strategy evidenced, we then provide ongoing support and an intuitive online platform to ensure adopting and maintaining it is fast and straightforward.

Fast, flexible, competitive.

When it comes time to execute your transactions, we can provide everything you would expect from a leading foreign exchange specialist – from simple spot contracts, through to a range of hedging products and over-the-counter derivatives. Indeed, we work with a number of clients who do not require our advisory services but still choose us based on the effectiveness and competitiveness of our execution capabilities alone.

£280m

Net assets of £280m and a focused client base, means we can provide attractive hedging facilities and fast decision-making.

£60bn

Transacting over £60bn annually ensures we can achieve wholesale pricing for our clients through our global panel of liquidity providers.

2:1

We pride ourselves on a proactive and attentive level of client service, supported by our client to staff ratio of 2:1.

Implementing Cobase has been a game-changer for how we manage our banking landscape. Previously, we relied on a fragmented setup where individuals accessed multiple bank platforms independently, each with separate signing rights and processes. This made oversight difficult and introduced unnecessary operational risk. With Cobase, we’ve moved to a centralised and standardised system where all users operate under one platform. This has not only improved control and transparency but also enhanced security, efficiency, and the overall governance of our treasury operations.

Interest Rate Hedging

Our interest rate risk management solutions enable companies to fix their interest rates over a period of time to provide greater certainty, predictability and protection.

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Alternative Investment Accounts

Leverage a cutting-edge payments platform built for companies sending large volumes of payments globally.

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Fund Finance

Leverage a cutting-edge payments platform built for companies sending large volumes of payments globally.

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Multi-Currency Payments

Our interest rate risk management solutions enable companies to fix their interest rates over a period of time to provide greater certainty, predictability and protection.

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Multi-bank Connectivity

Leverage a cutting-edge payments platform built for companies sending large volumes of payments globally.

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